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Distance Only Bend, OR
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Scott Agnew (CRD# 2405340) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 30 years of experience in the finance industry.
Richard Ambrose (CRD# 6255154) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 10 years of experience in the finance industry.
John Aspell (CRD# 4771734) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bend, OR and has over 20 years of experience in the finance industry.
David Bachofner (CRD# 5568324) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bend, OR and has over 12 years of experience in the finance industry.
Danielle Baptist (CRD# 5705926) is an Investment Advisor Representative working at Edward Jones in Bend, OR and has over 14 years of experience in the finance industry.
Dean Barda (CRD# 6883601) is an Investment Advisor Representative working at Apple & Associates in Bend, OR and has over 6 years of experience in the finance industry. Dean Barda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Chet Baxter (CRD# 5928545) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 12 years of experience in the finance industry. Chet Baxter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Bellman (CRD# 6254444) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 10 years of experience in the finance industry. John Bellman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Louis Bennett (CRD# 6609914) is an Investment Advisor Representative working at Copia Wealth Management in Bend, OR and has over 8 years of experience in the finance industry.
William Berner (CRD# 19879) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Bend, OR and has over 43 years of experience in the finance industry.